Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Funds Fundamental Investors R3 in their Schedule of Assets, totaling $407K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COMMUNITY LIVING & SUPPORT SERVICES, INC CLASS (COMMUNITY LIVING AND SUPPORT SERVICES) 401(K) AND PROFIT SHARING PLAN | PITTSBURGH PA | 106 | $3.9M | $406K |
| 2 | REHABILITATION INSTITUTE OF CHICAGO DBA SHIRLEY RYAN ABILITYLAB REHABILITATION INSTITUTE OF CHICAGO D/B/A SHIRLEY RYAN ABILITYLAB 403(B) RETIREMENT PLAN | CHICAGO IL | 269 | $53.4M | $1K |
